401(k) · DOL Form 5500 · 2023

South Bay Allergy & Asthma Associates 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
9
Participants Small participant base
49th
Percentile by assets National rank
$694,871
Avg per participant High balance/head
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Official DOL plan name: South Bay Allergy & Asthma 401(k) Plan · Sponsored by South Bay Allergy & Asthma Associates · California · Healthcare & Social Assistance

$6M in assets, 9 participants

South Bay Allergy & Asthma Associates's South Bay Allergy & Asthma 401(k) Plan reported $6M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,490 in Healthcare & Social Assistance (17,684 peers)

South Bay Allergy & Asthma Associates multi-year trail

South Bay Allergy & Asthma Associates's plans moved -80.7% in assets from 2022 to 2024; this filing shows South Bay Allergy & Asthma 401(k) Plan at $6M / 9 participants.

#9,490
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY

South Bay Allergy & Asthma 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

South Bay Allergy & Asthma 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,253,837 49th percentile higher than 49% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

South Bay Allergy & Asthma 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Bay Allergy & Asthma 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Bay Allergy & Asthma 401(k) Plan reported net income rose from -$278K in the plan year 2022 filing to $560K in the plan year 2023 filing.
  • South Bay Allergy & Asthma 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • South Bay Allergy & Asthma 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330581330 · South Bay Allergy & Asthma Associates PY 2023 · 401(k)

South Bay Allergy & Asthma 401(k) Plan · $6M · 9 · 49th

  • BOOK $6M
  • VS-ST 9
  • BOY 49th
  • SCH 401(k)
  • EBSA near Reading & Math, Inc. 401(k) Plan
  • PART ind #9490

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

South Bay Allergy & Asthma 401(k) Plan in the asset neighbourhood

South Bay Allergy & Asthma 401(k) PlanSouth Bay Allergy & Asthma 4…$6MReading & Math, Inc. 401(k) PlanReading & Math, Inc. 401(k) …$6MWelldoc 401(k) Profit Sharing PlanWelldoc 401(k) Profit Sharin…$6MRmi Direct Marketing, Inc. 401(k) PlanRmi Direct Marketing, Inc. 4…$6MIaa Tax Deferred Savings Plan & TrustIaa Tax Deferred Savings Pla…$6M
End-of-year total assets ($M) among South Bay Allergy & Asthma 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Bay Allergy & Asthma Associates multi-year asset trail

Sponsor-wide plan assets over time

All South Bay Allergy & Asthma Associates plans reported in each filing year

Latest sponsor-wide plan assets
$1M 80.70932323643873% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.69M $1.1M ▼ -80.7%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 9 $6M
2024 1 9 $1M

South Bay Allergy & Asthma Associates filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$560K
Employer EIN330581330
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

South Bay Allergy & Asthma 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants South Bay Allergy & Asthma 401(k) Plan, Total assets ($B): 0.006253837 · Participants: 9South Bay Allergy & Asthma 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
South Bay Allergy & Asthma 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare South Bay Allergy & Asthma 401(k) Plan side-by-side with 3 peers →

South Bay Allergy & Asthma 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Reading & Math, Inc. 401(k) Plan in MN ($6M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did South Bay Allergy & Asthma 401(k) Plan assets move in 2023? ▼
South Bay Allergy & Asthma 401(k) Plan grew at a solid clip - up 9.8% during 2023, from $6M to $6M. Reported net income was $560K.
How have South Bay Allergy & Asthma Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Bay Allergy & Asthma Associates's sponsor-wide assets declined 80.7%, from $6M to $1M.
Which 401(k) plans are similar in size to South Bay Allergy & Asthma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reading & Math, Inc. 401(k) Plan in MN ($6M, 240 participants).
Which 401(k) plans cover a similar participant headcount to South Bay Allergy & Asthma 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330581330.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.